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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,459 | $81,487+47.8% | $102,412+17.6% | $80,935+48.8% |
| Participation rate | 28.6% | 66.8%-38.3pp | 74.5%-45.9pp | 67.7%-39.1pp |
| Annual return | 61.38% | 25.60%+35.8pp | 24.94%+36.4pp | 35.66%+25.7pp |
| Employer contribution / active EE | $762 | $3,103-75.4% | $3,870-80.3% | $2,757-72.3% |
| Participant deferral / active EE | $28,673 | $3,871+640.8% | $5,060+466.6% | $4,299+566.9% |
| Admin fee / account holder | $2,342 | $6,717-65.1% | $8,388-72.1% | $6,924-66.2% |